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Store-Fill Order

This process flow will fulfill an order that has been placed through Ubercart and payment has been received.

On the administration menu, click on “Administrate”

Click on “Store administration”

Click on “orders” and the window will appear as the picture below:

In the “view by status” box, select “Active Orders”

The action icons are in the first column and are used to view and edit the order. Hovering over them will identify them.

The order ID is a unique number assigned by the system to each order.

The status indicates the state of the order.

Completed – shipment is complete and all actions are completed

Payment received – the payment transaction is complete and the order is ready to be filled and shipped

First shipping step: Order Review

Review the order for any unusual notes.

Check the Admin comments to make sure there is nothing unusual in the credit card processing.

Clicking on the view icon under actions for the “Deanv JohnsonV order will produce a screen like the one in the picture below:

The “view” tab view shows much of the detail for the order placed by the customer. The comments added by the customer are included along with the payment processing information. Note that AVS and CVV match status are shown too. Note all the tabs.

Second shipping step: package the order

This step defines how many packages and which items will be in which packages that will be shipped to complete the order.

Click on the “Packaging” tab and the following screen will appear: ( I have switched to Order #42 since Order 43 already has the packaging assigned)

Note the dialog box that says “this order’s products have not been organized into packages.

Click on the link “Create packages” to organize the order into packages:

The items to be packaged are listed. Use the combinations of checkboxes and pull down menus to organize the shipment into packages. If everything will fit in one box, check the box at the far left for each item, make sure the quantity is correct, and use “create one package.” The screen will look like the picture below:

The package ID is a unique package number and assigned by the cart system. The products in the box and the box type are shown.

STEP 3: Ship the package:

Click on the “shipments” tab and the screen in the picture below will appear:

Note the message that “No shipments have been made for this order” and click “Make a new shipment” and the following screen will appear:

Select the package with the box on the left and choose “Ship Manually” and then click “Ship Packages” and the screen below will appear:

Check the destination address to make sure it matches the order. The next frame below is the detailed information about the packages:

Note that the package number is not the quantity, but the unique package ID assigned by the system.

Edit in any detailed information required for the package. The shipping charges for the customer are calculated by value of the order so the size and weight are not used to create customer charges. The “tracking number” information is visible to the customer when they request information about the order status. This allows the customer to track the package with a link that is sent to them to check status on their shipment.

The bottom region of this page is shown below:

Fill in the shipment data. Some of this data is also displayed to the customer if they use the “track shipment” link sent to them. Then click “Save shipment” to save all the shipping data for the package.

Note that the view now shows the shipping information for the package including the estimated ship and arrival dates as shown below:

Also note that a printable packing slip is also available; click the link and a printable window will open with the packing slip.

Step 4: Mark the order status as complete

To complete the order, click on the “View” tab to see the order again:

Scroll to the bottom to the dialog box marked “Order Status”

Select “Complete” and then click “Update”

The order (#42) will be marked complete and appear as complete in the “view orders” view as shown below: